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Showing 61 - 70 of 74 results for "Wealth Market"

Bendigo Wealth launches new low-risk income fund

MARK SMITH  |  THURSDAY, 23 MAY 2013
Bendigo Wealth has launched the Sandhurst Strategic Income Fund for risk-averse investors who want a regular income stream in excess of what they are seeing from their term-deposits. The new fund is a low-risk investment option which pays quarterly ...

Bendigo Wealth opts for scaled advice ahead of FOFA

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
Bendigo Wealth has announced a scaled-advice capability to drive down the cost of financial advice in an effort to address key FOFA issues such as accessibility. In a fact-sheet to planners circulated with the announcement, Bendigo Wealth wrote, "FOFA ...

Bendigo Wealth acquires AIM Financial Services

RACHEL DAVIS  |  FRIDAY, 25 NOV 2011
Bendigo Wealth has announced the purchase of AIM Financial Services Limited, a boutique Independent Financial Planning business located in Melbourne. Alex Tullio, Bendigo Wealth's Head of Wealth Markets said this acquisition is the first step towards ...

Wealthy prefer online shopping

ALEX DUNNIN  |  WEDNESDAY, 26 OCT 2011
... twice as often online as women (once every 2.5 weeks versus once a month)." But the most fundamental result for the wealth market is that two-thirds of people said they now shop online, meaning that as they become more comfortable with online purchasing ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
Bendigo Wealth has set its sights on independent financial advisers with its new super investment product with ten active and index funds, a cash option, one admin fee of $98 and fully flexible insurance options. The Bendigo SmartStart Super, to be ...

Bendigo Wealth strengthens distribution capabilities

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
Bendigo Wealth has made three new senior distribution appointments, completing its realignment of the team. Diego Del Rosso has been appointed senior manager, strategic partners & alliances. Del Rosso has over 17 years of financial services experience ...

ANZ gains head of wealth marketing in newly expanded role

ALISON BEVEGE  |  MONDAY, 25 JUL 2011
ANZ has appointed the former general marketing manager of insurance company InsuranceLine as head of wealth marketing in a newly expanded position. Bettina Pidcock, who has also held marketing leadership positions at Asgard/St George, MLC and Westpac ...

Certitude partners with Threadneedle on global fund

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... will distribute international asset manager, Threadneedle Investments, Global Equity Fund, targeting the high net wealth market and retail markets. The exclusive partnership formed after Certitude completed a 12 month review of 4000 funds in search of ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way. The wealth management arm of the Bendigo and Adelaide Bank, officially launched in April, has taken a ...

Bravura's new CEO eyes Aus wealth market

MATT WOODINGTON  |  FRIDAY, 20 MAY 2011
Wealth management software provider Bravura Solutions has appointed Tony Klim as its new chief executive officer, based in London. Klim has been with the company since February 2008 as chief executive officer for Europe, Middle East and Africa, where ...